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Disclosery

IVE ISHARES TR

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SHS (fund)

1,523 managers (1,541 13F filers) reported a position in IVE shares at 2025-03-31, 157,008,255 shares in all. 87 filers opened a position and 92 filers sold out during the quarter.

Managers
1,523
13F filers
1,541
New
87
Added
646
Reduced
492
Sold out
92
Shares held by filers
157,008,255

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Wealthspire Advisors, LLC74,352$14.2M0.08%+38,63713F-HRTimeline
One Wealth Advisors, LLC74,003$14.1M2.11%+21,09613F-HRTimeline
DURANTE & WATERS, LLC73,846$14.1M11.83%-3,20613F-HRTimeline
FineMark National Bank & Trust72,968$13.9M0.51%-10,04413F-HRTimeline
EQ LLC72,374$13.8M6.44%+7,53713F-HRTimeline
Detalus Advisors, LLC71,635$13.7M4.29%+18,98613F-HRTimeline
RTD Financial Advisors, Inc.71,137$13.6M1.82%-4,62113F-HRTimeline
Thoma Capital Management LLC71,076$13.5M9.47%+10,39613F-HRTimeline
Triad Wealth Partners, LLC70,867$13.5M4.2%+22,11513F-HRTimeline
TRUST POINT INC.70,143$13.4M1.22%013F-HRTimeline
Trek Financial, LLC69,986$13.3M0.96%+33,29213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC69,579$13.3M0.49%+12,73913F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC69,574$13.3M1.1%-57513F-HRTimeline
Kelly Financial Services LLC69,510$13.2M4.6%+35,09613F-HRTimeline
Steward Partners Investment Advisory, L…68,932$13.1M0.12%+14,80113F-HRTimeline
Astoria Strategic Wealth, Inc.67,890$12.9M3.8%+2,31613F-HRTimeline
PAX Financial Group, LLC67,267$12.8M2.27%+21,77313F-HRTimeline
Occidental Asset Management, LLC67,054$12.8M1.93%+1813F-HRTimeline
UMB Bank, n.a.66,183$12.6M0.21%-3,57413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Blue Edge Capital, LLC65,913$12.6M2.02%+2,99913F-HRTimeline
Wilmington Savings Fund Society, FSB65,598$12.5M0.23%-28913F-HRTimeline
Advisory Services Network, LLC65,544$12.5M0.24%+4,36313F-HRTimeline
J.W. COLE ADVISORS, INC.64,697$12.3M0.38%+3,00513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp64,648$12.3M0.38%+16113F-HRTimelineGroup
BKM Wealth Management, LLC63,789$12.2M5.01%-51713F-HRTimeline
Bank Pictet & Cie (Europe) AG62,390$11.9M0.28%013F-HRTimeline
Ausdal Financial Partners, Inc.62,066$11.8M0.89%+12,92213F-HRTimeline
Guidance Point Advisors, LLC61,793$11.8M3.35%+51513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…61,736$11.8M0.23%-2,88413F-HRTimelineGroup
Cypress Wealth Services, LLC61,644$11.7M2.38%+19,49913F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.66,866$11.7M6.11%-3,69213F-HRTimeline
Financial Advocates Investment Manageme…60,250$11.5M0.81%-16,94413F-HRTimeline
Prosperity Planning, Inc.59,934$11.4M3.58%-4,09313F-HRTimeline
Tidemark, LLC59,696$11.4M4.17%+16,88913F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding59,408$11.3M+26,516Timeline
INSTRUMENTAL WEALTH, LLC61,373$11.2M10.11%+2,02413F-HRTimeline
Focus Financial Network, Inc.57,967$11M0.45%+11,36913F-HRTimeline
ONE Advisory Partners, LLC57,962$11M4.72%+21,12613F-HRTimeline
Kilter Group LLC57,257$10.9M7.13%+18,29713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…57,245$10.9M0.02%+38,25713F-HRTimelineGroup
BANK OF STOCKTON57,195$10.9M3.47%+2,93413F-HRTimeline
Smith Anglin Financial, LLC56,900$10.8M1.15%+63913F-HRTimeline
Broadview Financial Management, LLC56,621$10.8M8.05%-713F-HRTimeline
FORTE ASSET MANAGEMENT LLC56,506$10.8M5.42%+7,77013F-HRTimeline
Scarborough Advisors, LLC56,286$10.7M1.53%+18,56113F-HRTimeline
TSA Wealth Managment LLC56,202$10.7M4.26%+14,95513F-HRTimeline
Parallel Advisors, LLC55,297$10.5M0.24%+59913F-HRTimeline
WealthShield Partners, LLC55,153$10.5M1.35%+17,36413F-HRTimeline
Scissortail Wealth Management, LLC54,871$10.5M2.69%+6,96513F-HRTimeline
McNaughton Wealth Management, LLC54,554$10.4M5.05%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…53,696$10.2M0.25%-35,72313F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC53,504$10.2M2.16%+34813F-HRTimelineGroup
Florin Court Capital LLP53,500$10.2M10.58%+14,40013F-HRTimeline
Invst, LLC53,178$10.1M1.38%-10,63613F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.53,000$10.1M0.06%-40,30013F-HRTimelineGroup
Traynor Capital Management, Inc.52,703$10M0.85%+44213F-HRTimeline
HARBOUR INVESTMENTS, INC.52,663$10M0.29%+7,09613F-HRTimeline
HB Wealth Management, LLC52,489$10M0.08%+5,20113F-HRTimeline
Acropolis Investment Management, LLC52,409$9.99M0.59%+82713F-HRTimeline
Michelson Medical Research Foundation, …51,905$9.89M8.28%013F-HRTimeline
Asset Management Group, Inc.51,849$9.88M1.83%+5913F-HRTimeline
ADG Wealth Management Group, LLC51,602$9.83M9.27%+25413F-HRTimeline
Western Wealth Management, LLC50,731$9.67M0.64%+2,36113F-HRTimeline
Rothschild Wealth LLC50,585$9.64M2.7%+18,63113F-HRTimeline
Csenge Advisory Group54,090$9.59M0.54%+6,99013F-HRTimeline
Franklin Resourcesgroup of 2 filers holding50,159$9.56M+3,440Timeline
Financial Advisors Network, Inc.49,953$9.52M1.58%-42313F-HRTimeline
Sierra Capital LLC49,660$9.46M1.14%+1213F-HRTimeline
Rodgers & Associates, LTD48,941$9.33M1.14%+2,04713F-HRTimeline
Regal Investment Advisors LLC48,275$9.2M0.74%+15,45913F-HRTimeline
Snowden Capital Advisors LLC48,022$9.15M0.29%+11,71913F-HRTimeline
Arkadios Wealth Advisors47,961$9.14M0.35%+41,43513F-HRTimeline
Bay Harbor Wealth Management, LLC47,953$9.14M2.89%+17,07913F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC47,934$9.14M0.71%-2,68713F-HRTimeline
Keebeck Wealth Management47,328$9.02M1.33%+17,63813F-HRTimeline
Seros Financial, LLC46,769$8.91M6.66%-2,10313F-HRTimeline
Vestmark Advisory Solutions, Inc.46,680$8.9M0.23%new13F-HRTimeline
Sovran Advisors, LLC49,840$8.84M1.15%+14,80313F-HRTimeline
Robertson Stephens Wealth Management, L…46,009$8.77M0.33%+4,57113F-HRTimeline
Alternative Investment Advisors, LLC.45,835$8.74M4.62%-2,41313F-HRTimeline
Quadrant Private Wealth Management, LLC45,153$8.61M2.14%+9,92613F-HRTimeline
LMG Wealth Partners, LLC44,594$8.5M1.89%-78813F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …44,554$8.49M0.15%+1,32213F-HRTimelineGroup
Mutual Advisors, LLC46,643$8.48M0.24%+2,04513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…43,886$8.36M0.18%+35213F-HRTimelineGroup
Pinnacle Financial Partners Inc43,580$8.31M0.17%-2,63313F-HRTimeline
Sunbelt Securities, Inc.43,540$8.3M0.74%-4,21613F-HRTimeline
Lansing Street Advisors43,440$8.28M2.77%+6,12413F-HRTimeline
FAS Wealth Partners, Inc.43,280$8.25M0.67%-2,48913F-HRTimeline
Avidian Wealth Enterprises, LLC42,990$8.19M0.36%+3,48913F-HRTimeline
ALLIANCEBERNSTEIN L.P.42,381$8.08M<0.01%+1,37813F-HRTimeline
EHRLICH FINANCIAL GROUP42,246$8.05M5.87%+5,60413F-HRTimeline
EP Wealth Advisors, LLC41,748$7.96M0.06%+5013F-HRTimeline
Capital Advisors, Ltd. LLC41,283$7.87M1.04%+98313F-HRTimeline
SWMG, LLC42,768$7.78M3.09%+12,82813F-HRTimeline
IFP Advisors, Inc40,637$7.74M0.24%+11,37313F-HRTimeline
FLOW TRADERS U.S. LLC40,529$7.72M0.33%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO40,323$7.68M0.01%+91713F-HR/ATimelineGroup
United Asset Strategies, Inc.40,232$7.67M0.71%-15713F-HRTimeline
Nvest Financial, LLC40,102$7.64M4.09%-4713F-HRTimeline
Amundiin group Amundi41,400$7.59M<0.01%+5,40013F-HRTimelineGroup
Centerpoint Advisors, LLC38,831$7.4M2.73%-10213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC38,596$7.36M0.27%-35713F-HRTimeline
Vertex Planning Partners, LLC38,556$7.35M1.6%+11,89213F-HRTimeline
Mayflower Financial Advisors, LLC38,430$7.32M1.11%+8,09213F-HRTimeline
Polianta Ltd38,400$7.32M3.53%+80013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers38,279$7.29M0.01%+4,54713F-HRTimelineGroup
BLAIR WILLIAM & CO/IL37,992$7.24M0.02%-10913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC37,914$7.23M0.01%-17,31813F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT37,617$7.17M0.12%-36113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.37,551$7.16M0.39%-3,73113F-HR/ATimelineGroup
WCG Wealth Advisors LLC37,219$7.09M0.54%+10,45213F-HR/ATimeline
Stonegate Investment Group, LLC37,067$7.06M0.19%+5113F-HRTimeline
TOWNSQUARE CAPITAL LLC36,778$7.01M0.07%-25,57913F-HRTimeline
Ashton Thomas Private Wealth, LLC36,762$7.01M0.27%+2,22513F-HRTimeline
SCS Capital Management LLC36,593$6.97M0.09%+12,77213F-HR/ATimeline
Cresset Asset Management, LLC36,289$6.92M0.03%-1,37713F-HRTimeline
Federation des caisses Desjardins du Qu…36,274$6.91M0.03%-32,38913F-HRTimeline
ETF Portfolio Partners, Inc.36,240$6.91M2.08%-46,20313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC36,145$6.89M0.3%-26713F-HR/ATimeline
PACIFIC FINANCIAL GROUP INC35,341$6.74M5.44%-26513F-HRTimeline
YHB Investment Advisors, Inc.35,291$6.73M0.56%+13513F-HRTimeline
SigFig Wealth Management, LLC35,291$6.66M0.24%+11,64913F-HRTimeline
Efficient Advisors, LLC34,570$6.59M0.43%-8,05413F-HR/ATimeline
Wescott Financial Advisory Group, LLC34,472$6.57M0.68%+1,27513F-HRTimeline
Willis Johnson & Associates, Inc.34,280$6.53M0.49%+28513F-HRTimeline
Maia Wealth LLC36,206$6.53M1.48%+9,56613F-HRTimeline
Lighthouse Financial LLC34,149$6.51M5.62%-50013F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding34,215$6.49M+93Timeline
Pure Financial Advisors, LLC33,915$6.46M0.14%-35613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…33,736$6.43M0.19%+33,73413F-HRTimelineGroup
CFS Investment Advisory Services, LLC33,567$6.4M0.57%+6,38913F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV33,248$6.34M3.26%+5,37713F-HRTimeline
VICUS CAPITAL32,958$6.28M0.58%-43513F-HRTimeline
SFI Advisors, LLC32,542$6.2M4.58%new13F-HRTimeline
True Vision MN LLC32,516$6.2M3.71%+12,21013F-HRTimeline
Pandora Wealth, Inc.32,334$6.16M4.05%13F-HRTimeline
Prime Capital Investment Advisors, LLC32,046$6.11M0.07%+3,07313F-HRTimeline
Guardian Wealth Advisors, LLC31,951$6.09M3.91%-10,56213F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.31,914$6.08M0.07%+1,75413F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC31,719$6.05M0.13%+26,11213F-HRTimelineGroup
Tortoise Investment Management, LLC31,629$6.03M0.63%-7713F-HR/ATimeline
Heck Capital Advisors, LLC31,280$5.96M0.67%+5,72013F-HRTimeline
SAPIENT CAPITAL LLC31,023$5.91M0.12%+16313F-HRTimeline
Carbahal Olsen Financial Services Group…30,922$5.89M5.59%-4913F-HRTimeline
First Heartland Consultants, Inc.30,842$5.88M0.61%-7,14313F-HRTimeline
Financial Synergies Wealth Advisors, In…30,793$5.87M0.71%+2,08413F-HRTimeline
Financial Enhancement Group LLC32,781$5.83M0.91%-22,31913F-HRTimeline
EQUITABLE TRUST CO30,417$5.8M0.32%013F-HRTimeline
Hobbs Wealth Management, LLC30,003$5.72M6.34%+8,06913F-HR/ATimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC29,315$5.59M0.01%-76413F-HRTimelineGroup
Pathway Financial Advisors LLC29,262$5.58M1%-12513F-HRTimeline
SAX WEALTH ADVISORS, LLC28,958$5.52M0.4%+48013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…28,597$5.45M0.22%+6,51213F-HRTimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC28,198$5.37M1.5%+2,23613F-HRTimeline
Avestar Capital, LLC27,785$5.3M0.5%-3,70613F-HRTimeline
Soltis Investment Advisors LLC27,760$5.29M0.47%+3,06613F-HRTimeline
Charter Oak Capital Management, LLC27,744$5.29M0.49%+2,24813F-HRTimeline
Sequoia Financial Advisors, LLC27,597$5.26M0.04%+18,06713F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP27,446$5.23M0.09%+13,77713F-HRTimeline
Old Mission Investment Co LLC27,398$5.22M1.57%-4413F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV27,374$5.22M2.94%-52313F-HRTimeline
Gen-Wealth Partners Inc27,302$5.2M2.17%+10,93513F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC27,115$5.17M2.77%+11,88613F-HRTimeline
Modern Wealth Management, LLC26,838$5.11M0.16%-333,68513F-HR/ATimeline
Caliber Wealth Management, LLC / KS26,803$5.11M0.7%13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …26,419$5.03M0.08%+75013F-HRTimelineGroup
Prospera Financial Services Inc26,381$5.03M0.12%+56913F-HRTimeline
Falcon Wealth Planning26,372$5.03M0.56%+4,03513F-HRTimeline
Tradition Wealth Management, LLC26,115$4.98M0.44%+7,22113F-HRTimeline
5T Wealth, LLC26,112$4.98M2.83%+26713F-HRTimeline
Saxony Capital Management, LLC26,104$4.97M4.37%+12,62713F-HRTimeline
W ADVISORS, LLC25,841$4.92M3.08%+1,41413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP25,796$4.92M<0.01%-1,11913F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC25,501$4.86M2.32%+6,22213F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.25,285$4.82M2.62%+13,64313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC25,045$4.77M0.11%-13,04013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management24,944$4.75M0.76%13F-HRTimelineGroup
Cranbrook Wealth Management, LLC24,500$4.67M1.08%-28513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC24,375$4.65M1.19%+1,11413F-HRTimelineGroup
Mullaney, Keating & Wright, Inc.24,239$4.62M3.11%+12,82713F-HRTimeline
Hoxton Planning & Management, LLC24,077$4.59M1.75%+7,61813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC23,701$4.52M0.07%-37313F-HRTimeline
Hudson Capital Management LLC23,682$4.51M1.38%+3,74313F-HRTimeline
INVESTMENT PARTNERS, LTD.23,671$4.51M1.87%-21113F-HRTimeline
Sterling Financial Planning, Inc.23,384$4.46M1.62%-1513F-HRTimeline
Resolute Wealth Strategies, LLC23,342$4.45M2.48%-24513F-HRTimeline
PEOPLES BANK /OH23,184$4.42M2.9%-3,86513F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…23,140$4.41M1.87%+1,40813F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC23,048$4.39M2.46%-50913F-HRTimeline
Quotient Wealth Partners, LLC23,003$4.38M0.14%-12813F-HRTimeline
Apeiron RIA LLC22,849$4.35M1.32%-6,73213F-HRTimeline
Chicago Partners Investment Group LLC23,430$4.32M0.14%+84213F-HRTimeline
HANCOCK WHITNEY CORP22,526$4.29M0.14%-13,27213F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC22,437$4.28M2.41%-1,84613F-HRTimeline
RIK SAYLOR FINANCIAL, INC.22,425$4.27M3.77%+9013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.22,230$4.24M0.16%013F-HRTimelineGroup
Glen Eagle Advisors, LLC22,098$4.21M0.7%-52613F-HRTimeline
WESBANCO BANK INC22,031$4.2M0.15%+7513F-HRTimeline
Pinnacle Bancorp, Inc.21,981$4.19M1.37%-45313F-HRTimeline